See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,271 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSOC Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $19,905 |
Service code 99 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Other Fees | $3,317 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $2,073 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,864 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $60 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,937 | $59,417+24.4% | $93,606-21.0% | $74,495-0.7% |
| Participation rate | 89.3% | 59.7%+29.6pp | 68.7%+20.6pp | 67.2%+22.1pp |
| Annual return | 11.15% | 81.83%-70.7pp | 133.20%-122.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,760 | $1,264+39.3% | $2,420-27.3% | $2,623-32.9% |
| Participant deferral / active EE | $4,692 | $3,050+53.8% | $4,411+6.4% | $4,346+8.0% |
| Admin fee / account holder | $285 | $3,021-90.6% | $8,285-96.6% | $1,942-85.3% |